PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$78K 0.01%
5,715
352
$78K 0.01%
1,578
+861
353
$70K 0.01%
1,388
354
$68K 0.01%
400
355
$67K 0.01%
1,892
356
$59K 0.01%
+3,051
357
$57K ﹤0.01%
1,032
358
$56K ﹤0.01%
7,668
359
$56K ﹤0.01%
654
+259
360
$54K ﹤0.01%
1,232
361
$53K ﹤0.01%
1,298
-5,559
362
$51K ﹤0.01%
18,000
363
$46K ﹤0.01%
500
364
$44K ﹤0.01%
700
365
$44K ﹤0.01%
1,103
366
$42K ﹤0.01%
1,064
367
$41K ﹤0.01%
887
368
$40K ﹤0.01%
750
369
$39K ﹤0.01%
+2,181
370
$37K ﹤0.01%
678
-288
371
$37K ﹤0.01%
2,510
372
$35K ﹤0.01%
+760
373
$35K ﹤0.01%
127
-31
374
$34K ﹤0.01%
1,400
375
$33K ﹤0.01%
298
13 14
15
16 17